适用于：具有 Health Cloud、数字保险和 Agentforce for Health Cloud 加载项许可证的 Enterprise 和 Unlimited Edition
所需用户权限
创建用户简档：
管理外部用户
与
管理简档和权限集
要创建合作伙伴简档，从“设置”中，在快速查找方框中输入简档，然后选择简档。
单击现有面向合作伙伴的简档旁边的复制，例如合作伙伴用户。
对于简档名称，输入 DHI 合作伙伴用户。
单击保存。
在简档页面上，单击编辑。
为确保经纪人用户可以创建报价并查看定价数据，请在“标准对象权限”部分更新每个对象的权限。
对象
权限
报价、组普查、组普查成员、组类、组类汇总、业务机会、合同组计划、应用程序使用分配
创建、读取、编辑、删除
产品、目录、类别、价格手册、产品组件组
读取
属性定义、产品属性定义、属性类别、属性类别属性
读取
产品相关组件覆盖
公用只读（或根据您的共享模式）
保存更改。
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